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ChargePoint

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$12.4K +$2.18K +333 +19%
CFFP
77
Center for Financial Planning
Michigan
$11.8K – – –
VR
78
Vision Retirement
New Jersey
$11.8K – – –
Russell Investments Group
79
Russell Investments Group
United Kingdom
$11.4K +$12.7K +1,936 New
SS
80
SBI Securities
Japan
$7.09K -$164 -25 -2%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$6.76K -$1.11K -170 -12%
NA
82
NewEdge Advisors
Louisiana
$4.8K -$13 -2 -0.2%
SIS
83
Strategic Investment Solutions
Illinois
$4.43K – – –
AG
84
AmeriFlex Group
Nevada
$4.01K +$4.41K +674 +13,480%
CAL
85
Capital Analysts LLC
Pennsylvania
$4K – – –
TWC
86
TD Waterhouse Canada
Ontario, Canada
$3.47K -$295 -45 -7%
GSWM
87
Golden State Wealth Management
California
$2.68K -$46 -7 -2%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$2.02K -$6.27K -957 -74%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4K -$1.89K -288 -55%
SAM
90
Smartleaf Asset Management
Massachusetts
$1.31K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$1.25K +$177 +27 +15%
TCM
92
Tradewinds Capital Management
Washington
$1.24K – – –
HI
93
Harbour Investments
Wisconsin
$1.14K +$151 +23 +14%
IA
94
IFP Advisors
Florida
$709 – – –
AAP
95
Arax Advisory Partners
Colorado
$609 +$609 +93 +930%
HPC
96
HM Payson & Co
Maine
$591 – – –
IFWM
97
Institute for Wealth Management
Colorado
$550 +$609 +93 New
Optiver Holding
98
Optiver Holding
Netherlands
$544 +$603 +92 New
RWM
99
Rialto Wealth Management
New York
$538 +$596 +91 New
SCM
100
Sterling Capital Management
North Carolina
$502 +$557 +85 New